FARMINGTON HILLS, MICRD 288864Latest ADV February 26, 2026
Greenway Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Farmington Hills, MI. Its latest Form ADV filing, dated February 26, 2026, reports $151M in regulatory assets under management, 4 employees, and 476 accounts.
Assets Under Management
$151M
Employees
4
Offices
--
Total Clients
244
Primary office
FARMINGTON HILLS, MI
31731 NORTHWESTERN HIGHWAY, SUITE 156W, FARMINGTON HILLS, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.2% of total clients.
Top client categories% of clientsClients
1
Individuals
83.2%
203
2
HNWI
14.8%
36
3
Pension Plans
2.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of February 26, 2026
Discretionary89.3%
$135M
89% of total RAUM89.3%
Non-discretionary10.7%
$16M
11% of total RAUM10.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$151M
Total Accounts476
10Y AUM Change+$14M (+9.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee61:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.